Peter Ortiz Jr
Palm Coast,FL
Summary
Quality-driven Individual with proven record of excellent job performance. Manages projects at each stage with diligent and attentive approach, carefully checking details, and testing assumptions. Skilled in mentoring team members to deliver exceptional service and building team morale through effective communication and positive performance feedback. Accustomed to defusing customer dissatisfaction and managing competing priorities with superior results.
Overview
37
37
years of professional experience
Work History
Sales / Bookkeeper
Carpentry For Your Home
01.2007 - Current
- Responsible for AR, AP, Sales tax filing, and all Billing for carpentry services
- Process cash receivable promptly,
- Pay and negotiate terms with vendors
- Code and enter vendor invoices to the correct general ledger account
- Correct customer disputes
- Maintained and processed invoices, deposits and money logs.
- Completed payroll for employees and maintained detailed records of procedures.
Customer Service Supervisor
United States Postal Service
04.2013 - 11.2019
- Assigned Mail Carriers to designated routes for daily mail delivery
- Forecast Payroll expenses and needed manpower daily
- Prepared Daily reports on Mail volume for upper management
- Handled mail delivery complaints from customers
- Helped manage traffic in the post office lobby by assigning more personnel as needed
- Addressed email requests for customer service and mail delivery discrepancies
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
- Coached employees through day-to-day work and complex problems.
- Assessed personnel performance and implemented incentives and team-building events to boost morale.
Office Manager
Cortelyou Road Church Of God
Brooklyn, United States
09.2017 - 11.2017
- Managed Day to Day Operations in the Front and Back offices
- Scheduled employees and assigned daily tasks
- Helped create and implement company policy, including dress code, attendance, and vacation and sick leave
- Helped organize church drives including food, coat, and toys.
- Tasked with bringing the IT to handle upcoming expansion.
- Meet and greet parishioners on days of worship.
- Interacted with parishioners and gathered feedback on how the church can help the community.
- Established and developed strong administrative team by delivering ongoing coaching and motivation and fostering career advancement.
- Maintained CRM database with customer updates and report generation.
Event Coordinator / Customer Service Representative
New York City Runs Inc
Brooklyn, United States
01.2017 - 11.2017
- Member of the Operations Team
- Help organize and strategically plan the placement of water stations throughout the race course.
- Organized the participants in the staging area for Pre-registration and Race day registration runners
- Operationally staged the racecourse setting up cones and taping off areas for Paramedics and participating vendors and sponsors
- Maintained customer satisfaction by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
Sales Representative
ADT, Greater
City, New York
01.2011 - 11.2013
- Sell products within an assigned territory while maintaining and exceeding sales quota
- Identify prospects utilizing creative lead-generating techniques and Salesforce software
- Present sales presentation and proposal to prospects, identifying positive features and advantages of the products and services.
- Maintain customer retention by affirming customer satisfaction after the completion of both 6 and12 months of service.
- Increased sales by offering advice on purchases and promoting additional products.
- Organized sales paperwork, presented proposals and finalized contracts.
- Attended advanced training sessions and conferences to increase product knowledge and productivity.
Customer Service / Sales
Dal-Tile
04.2005 - 05.2007
- Provided customer service, Took orders, and processed them promptly
- Helped develop sales in the warehouse showroom by understanding the customer needs and suggesting the correct product processed cash sales in the showroom
- Helped with end-of-day closing procedures.
- Created new processes for receiving new material and warehousing it.
- Help maintain inventory levels by reconciling inventory and creating purchase orders forreplenishments.
- Helped create product knowledge days for our customers with our Vendors
- Helped organize the warehouse by creating a labeling system.
- Informed customers of sales and promotions to build customer base, boost traffic and increase customer loyalty.
- Determined customer needs and interests to recommend the correct product to customers.
- Worked independently with minimal supervision.
- Contributed to team objectives in fast-paced environment.
Accounting Manager
Graphic Systems Group. Inc
01.2001 - 02.2003
- Assist the CFO in managing all accounting functions
- Accountability extends to assisting in the production of financial statements, profit flow/cash flow analysis, and managing lines of credit
- Responsible for interviewing and hiring accounting staff
- Supervised an accounting staff of eight
- Participated in strategic planning, including expense forecasting, tax planning, and cash management
- Corporate liaison with lenders and auditors.
- Established overhead budgeting system using Microsoft excel to improve expense tracking, assisted in a major cost–control and cash-conservation effort that increased critically needed cash which became the primary source for cash flow projecting
- Managed journal entries, collection efforts, reconciliations and payroll processing.
- Managed banking reconciliations and monthly balance sheet statements.
Accounting Supervisor
Graphic Systems Group. Inc
01.2000 - 12.2001
- Responsible for overseeing, the accounts payable, accounts receivable, purchasing, billing, and human resources departments
- Created new protocol for accounts receivable and implemented credit check process
- Assigned receivable accounts to collection personnel monthly
- Implemented credit card collection
- Used outside collection resources for delinquent accounts
- Implemented weekly staff meetings to gather information and updates and relayed that information to upper management.
- Accounts payable, implemented proper general ledger coding for vendor invoices and company expenses, reduced multiple ordering among departments, and implemented purchase order tracking and authorization process.
- Spearheaded new relationships with vendors negotiating prices,
- Prioritized vendor payments
- Disciplined and motivated accounting team to maximize performance.
Credit Collections Specialist
Graphic Systems Group, Inc.
01.1999 - 12.2000
- Credit & Collections
Systems Coordinator
Long Island College Hospital
Brooklyn, NY
01.1997 - 12.1999
Education
Associate of Arts - Accounting
Borough of Manhattan Community College of The City University of New York
New York, NY05.1994
Skills
- Office Management
- Team Management
- Budgetary Planning
- Financial Management and Reporting
- Intuit QuickBooks
- Customer Service Process Improvement
- Customer Inquiries
- Business Growth
- Inventory Control Processes
- Issue Resolution
- Workflow Management
- Product and Service Knowledge
Timeline
Office Manager
Cortelyou Road Church Of God
09.2017 - 11.2017
Event Coordinator / Customer Service Representative
New York City Runs Inc
01.2017 - 11.2017
Customer Service Supervisor
United States Postal Service
04.2013 - 11.2019
Sales Representative
ADT, Greater
01.2011 - 11.2013
Sales / Bookkeeper
Carpentry For Your Home
01.2007 - Current
Customer Service / Sales
Dal-Tile
04.2005 - 05.2007
Accounting Manager
Graphic Systems Group. Inc
01.2001 - 02.2003
Accounting Supervisor
Graphic Systems Group. Inc
01.2000 - 12.2001
Credit Collections Specialist
Graphic Systems Group, Inc.
01.1999 - 12.2000
Systems Coordinator
Long Island College Hospital
01.1997 - 12.1999
Associate of Arts - Accounting
Borough of Manhattan Community College of The City University of New York
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